Titelia

Fund shareholders of Evercore Inc

ISIN US29977A1051 · United States · LEI 529900P6KLPT95DW3W58

Fund shareholders
539
Of which ETFs
128 411 other funds
Value held
≈ 5.4B $ 5.4B $ · 38.8M SEK · 117.6K €
FundSharesValueWeight in fund
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 12,0154.1M $0.43 %as of Jun 30, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 11,9994.1M $0.01 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,9123.8M $0.05 %as of Jul 31, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 11,7964M $1.28 %as of Jun 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 11,5143.7M $0.17 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 11,4753.7M $0.02 %as of Jul 31, 2026 ↗
Nomura VIP Growth and Income Series Delaware VIP Trust 11,4373.9M $0.41 %as of Jun 30, 2026 ↗
AQR Multi-Asset Fund AQR Funds 11,3543.9M $0.14 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 11,2273.6M $0.37 %as of Jul 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 11,0773.8M $0.42 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,7893.7M $0.36 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 10,7613.4M $0.14 %as of Jul 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,7533.4M $0.60 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 10,7013.6M $0.29 %as of May 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 10,65730.3M SEK0.11 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 10,5843.4M $0.03 %as of Jul 31, 2026 ↗
AST Large-Cap Growth Portfolio Advanced Series Trust 10,5153.6M $0.05 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 10,4203.6M $0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 10,0163.4M $0.02 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 9,9343.2M $0.13 %as of Jul 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 9,7883.3M $0.16 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,5633.1M $0.06 %as of Jul 31, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 9,4273.2M $0.81 %as of Jun 30, 2026 ↗
Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds 9,3253.2M $1.03 %as of Jun 30, 2026 ↗
SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 9,1593.1M $0.92 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 9,0932.9M $0.02 %as of Jul 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,0502.9M $0.21 %as of Jul 31, 2026 ↗
Eaton Vance Growth Fund Eaton Vance Special Investment Trust 8,7563M $0.68 %as of Jun 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 8,5902.9M $0.36 %as of Jun 30, 2026 ↗
Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND 8,5892.9M $1.57 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 8,3332.8M $0.02 %as of May 31, 2026 ↗
Vident U.S. Equity Strategy ETF ETF Series Solutions 8,1892.8M $0.41 %as of May 31, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 8,1412.8M $3.02 %as of Jun 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 8,0972.8M $0.33 %as of Jun 30, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 8,0702.8M $0.25 %as of Jun 30, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 7,9492.7M $0.41 %as of Jun 30, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 7,9302.7M $0.50 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 7,9052.7M $0.60 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 7,6062.6M $0.35 %as of May 31, 2026 ↗
OAK HARVEST LONG/SHORT HEDGED EQUITY Capitol Series Trust 7,5002.6M $2.30 %as of May 31, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 7,5002.4M $0.36 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 7,4222.4M $0.09 %as of Jul 31, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 7,4062.5M $0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 7,4032.5M $0.02 %as of Jun 30, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 7,3002.5M $0.78 %as of Jun 30, 2026 ↗
Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. 7,2442.5M $0.13 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 7,1912.3M $0.02 %as of Jul 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 7,1252.4M $0.36 %as of Jun 30, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 7,0762.3M $2.03 %as of Jul 31, 2026 ↗
Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST 7,0252.3M $0.55 %as of Jul 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 6,8622.3M $0.10 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 6,8572.3M $0.12 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 6,7292.2M $0.08 %as of Jul 31, 2026 ↗
Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III 6,7132.2M $0.66 %as of Jul 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 6,6812.3M $0.39 %as of May 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 6,6362.3M $1.21 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,5862.1M $0.16 %as of Jul 31, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 6,5612.1M $0.19 %as of Jul 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 6,3552.2M $0.18 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 6,1782.1M $0.16 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,0822.1M $0.02 %as of May 31, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NYLIM VP FUNDS TRUST 6,0172.1M $0.48 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 5,9501.9M $0.29 %as of Jul 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 5,8912M $0.15 %as of Jun 30, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 5,8852M $0.77 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,8762M $0.15 %as of May 31, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 5,7972M $0.10 %as of Jun 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 5,7962M $0.36 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 5,7651.8M $0.29 %as of Jul 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 5,6801.9M $0.28 %as of May 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 5,5801.8M $0.35 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 5,4871.9M $0.59 %as of Jun 30, 2026 ↗
William Blair Growth Fund WILLIAM BLAIR FUNDS 5,4691.9M $0.82 %as of Jun 30, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 5,4331.9M $0.24 %as of May 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 5,2961.8M $0.48 %as of Jun 30, 2026 ↗
JPMorgan U.S. GARP Equity Fund JPMorgan Trust I 5,2911.8M $0.11 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 5,2741.8M $0.29 %as of May 31, 2026 ↗
VictoryShares Dividend Accelerator ETF Victory Portfolios II 5,2561.8M $0.73 %as of Jun 30, 2026 ↗
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 5,2311.7M $1.03 %as of Jul 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 5,2001.8M $0.11 %as of Jun 30, 2026 ↗
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 5,1911.8M $0.81 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,1771.8M $0.42 %as of May 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 5,1551.7M $0.34 %as of Jul 31, 2026 ↗
Royce Small-Cap Value Fund ROYCE FUND 5,1411.8M $1.57 %as of Jun 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 5,1091.7M $0.36 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,0901.7M $0.15 %as of Jun 30, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 5,0771.7M $0.08 %as of Jun 30, 2026 ↗
US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 5,0491.7M $0.41 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 4,9961.7M $0.41 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 4,9751.7M $0.22 %as of May 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 4,9531.7M $0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 4,9451.7M $0.18 %as of Jun 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 4,9011.7M $0.07 %as of May 31, 2026 ↗
First Eagle US Smid Cap Opportunity Fund First Eagle Funds 4,8901.6M $1.47 %as of Jul 31, 2026 ↗
NYLIM Candriam U.S. Mid Cap Equity ETF NYLIM ETF Trust 4,8661.6M $0.47 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,8001.6M $0.02 %as of Jun 30, 2026 ↗
Catalyst Dynamic Alpha Fund MUTUAL FUND SERIES TRUST 4,8001.6M $1.16 %as of Jun 30, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 4,7651.6M $0.20 %as of Jun 30, 2026 ↗
Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 4,7121.6M $0.98 %as of Jun 30, 2026 ↗
Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. 4,7001.6M $0.41 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 3.76 %as of Jun 30, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 3.63 %as of Jun 30, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 3.16 %as of Jun 30, 2026 ↗
TimesSquare Quality Mid Cap Growth ETF 2023 ETF Series Trust 3.16 %as of May 31, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 3.02 %as of Jun 30, 2026 ↗
Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND 2.90 %as of Jun 30, 2026 ↗
Tremblant Global ETF Managed Portfolio Series 2.59 %as of Jun 30, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 2.42 %as of Jun 30, 2026 ↗
OAK HARVEST LONG/SHORT HEDGED EQUITY Capitol Series Trust 2.30 %as of May 31, 2026 ↗
Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust 2.23 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3536+3215,893,940-0.7 %
2026Q2504+3016,004,644+1.9 %
2026Q1474015,706,658-7.1 %
2025Q4474+1616,902,729+0.1 %
2025Q3458+1616,888,815+6.7 %
2025Q2442-3415,832,250-5.5 %
2025Q1476+1016,761,795-1.3 %
2024Q4466+916,977,564-5.1 %
2024Q3457+317,887,093+4.8 %
2024Q2454+2317,068,350+7.1 %
2024Q1431+615,937,967-6.0 %
2023Q442516,958,465

Institutional managers

643 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.3,648,8581.1B $as of Mar 31, 2026
FMR LLC1,669,662498.4M $as of Mar 31, 2026
Invesco Ltd.1,424,686425.3M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,316,852388.1M $as of Mar 31, 2026
STATE STREET CORP1,179,024352M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,043,338311.5M $as of Mar 31, 2026
TD Asset Management Inc958,472286.1M $as of Mar 31, 2026
MORGAN STANLEY917,801274M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP623,259186M $as of Mar 31, 2026
Boston Partners580,174173.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP548,530163.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC524,531156.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO468,882133.7M $as of Mar 31, 2026
Fisher Asset Management, LLC424,719126.8M $as of Mar 31, 2026
BAHL & GAYNOR INC401,833120M $as of Mar 31, 2026
Point72 Asset Management, L.P.390,584116.6M $as of Mar 31, 2026
Balyasny Asset Management L.P.369,040110.2M $as of Mar 31, 2026
NORTHERN TRUST CORP357,164106.6M $as of Mar 31, 2026
PRIMECAP MANAGEMENT CO/CA/353,950105.7M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.331,10998.8M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/326,66597.5K $as of Mar 31, 2026
Bank of New York Mellon Corp319,23795.3M $as of Mar 31, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.318,96795.2M $as of Mar 31, 2026
Paralel Advisors LLC300,00089.6M $as of Mar 31, 2026
UBS Group AG292,60587.3M $as of Mar 31, 2026

Declared shareholders of Evercore Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.06 %1,960,312as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Evercore Inc". https://titelia.com/en/stocks/evercore-inc-US29977A1051